AI networking & optics
Switches, optical modules, lasers and connectors that move data between AI servers.
Gegroepeerd met hulp van een AI-model en nagekeken door onze redactie. De regel onder elk bedrijf zegt waarom het hier staat.
Aandelenkoersen zijn de slotkoersen van 11 nov 2026, uit de IEX-beursfeed.
Grade mix
A 14B 2C 1D 3
Revenue growing
20 of 20
Free cash flow growing
15 of 20
Median price move, 1 year
+43,5%
ANETArista Networks, Inc.Computer hardwareMarket cap US$ 248,5BP/E 52,87
US$ 196,68+45,7%1YSince added -3,8%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Versnellend
- Business quality
- Sterk
- Getting better
- Gemengd
Revenue
US$ 11,9B+40,7%Profit
US$ 4,8B+41,6%Free cash flow
US$ 4,3B+15,7%Why it is here: Sells network switches and routers to cloud and AI data centres
CSCOCISCO SYSTEMS, INC.Communication equipmentMarket cap US$ 397,5BP/E 26,81
US$ 100,82+38,8%1YSince added -12,4%
C+- Groei en kasstroom
- Groeit
- Business trend
- Stabiel
- Business quality
- Sterk
- Getting better
- Verbetert
Revenue
US$ 67B+16,1%Profit
US$ 15B+44,8%Free cash flow
US$ 12,8B-3,9%Why it is here: Sells networking equipment to businesses and cloud providers
CIENCiena CorpCommunication equipmentMarket cap US$ 42BP/E 66,09
US$ 296,09+41,3%1YSince added -26,0%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Stabiel
- Business quality
- Sterk
- Getting better
- Verbetert
Revenue
US$ 6B+32,6%Profit
US$ 654,4M+364,5%Free cash flow
US$ 814,4M+34,5%Why it is here: Makes optical transport and coherent optical modules for networks
LITELumentum Holdings Inc.Communication equipmentMarket cap US$ 58,8BNo P/E
US$ 647,85+155,2%1YSince added -34,4%
A- Groei en kasstroom
- Groeit sterk
- Business trend
- Stabiel
- Business quality
- Gemengd
- Getting better
- Verbetert
Revenue
US$ 3,7B+103,2%Profit
US$ -6,6B-5.948,0%Free cash flow
US$ 356,3M+502,6%Why it is here: Makes lasers and optical transceiver components for networks and data centres
COHRCoherent Corp.Scientific and technical instrumentsMarket cap US$ 46,2BP/E 48,54
US$ 234,44+49,6%1YSince added -19,2%
D- Groei en kasstroom
- Gemengd
- Business trend
- Versnellend
- Business quality
- Gemengd
- Getting better
- Verbetert
Revenue
US$ 7,9B+30,8%Profit
US$ 963,3M+285,6%Free cash flow
US$ -1,8B-2.585,4%Why it is here: Makes lasers and optical data links for data centres and networks
GLWCORNING INC /NYElectronic componentsMarket cap US$ 103,7BP/E 48,74
US$ 120,38+36,4%1YSince added -18,9%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Versnellend
- Business quality
- Sterk
- Getting better
- Verbetert
Revenue
US$ 17,7B+18,8%Profit
US$ 2,2B+57,4%Free cash flow
US$ 2,5B+111,8%Why it is here: Makes optical fibre and cable for communications networks
FNFABRINETElectronic componentsMarket cap US$ 13,2BP/E 27,83
US$ 368,79-17,6%1YSince added -13,9%
D- Groei en kasstroom
- Gemengd
- Business trend
- Versnellend
- Business quality
- Gemengd
- Getting better
- Gemengd
Revenue
US$ 5,1B+43,0%Profit
US$ 480,6M+36,9%Free cash flow
US$ -190,5M-194,5%Why it is here: Builds optical communications modules and components under contract
APHAMPHENOL CORPORATIONElectronic componentsMarket cap US$ 195,8BP/E 15,83
US$ 79,31+12,5%1YSince added -7,7%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Versnellend
- Business quality
- Sterk
- Getting better
- Verbetert
Revenue
US$ 33B+57,6%Profit
US$ 5,9B+55,2%Free cash flow
US$ 5,1B+44,0%Why it is here: Makes connectors, sensors and interconnect systems for electronics and industrial customers
AAOIApplied Optoelectronics, Inc.Communication equipmentMarket cap US$ 5,1BGeen K/W (bedrijfsverlies)
US$ 55,80+133,1%1YSince added -43,0%
D-- Groei en kasstroom
- Gemengd
- Business trend
- Versnellend
- Business quality
- Zwak
- Getting better
- Gemengd
Revenue
US$ 747,2M+77,2%Profit
US$ -32,8M+79,0%Free cash flow
US$ -417,9M-164,5%Why it is here: Makes optical transceivers and fibre-optic components for data centres and cable networks
CRDOCredo Technology Group Holding LtdSemiconductorsMarket cap US$ 26,6BP/E 50,14
US$ 141,39-11,8%1YSince added -28,7%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Stabiel
- Business quality
- Sterk
- Getting better
- Verbetert
Revenue
US$ 1,6B+165,1%Profit
US$ 538,3M+330,2%Free cash flow
US$ 438,6M+369,2%Why it is here: Designs high-speed connectivity chips and cables for data centres
ALABAstera Labs, Inc.SemiconductorsMarket cap US$ 40,4BP/E 91,98
US$ 230,86+46,3%1YSince added -29,0%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Versnellend
- Business quality
- Sterk
- Getting better
- Verbetert
Revenue
US$ 1,6B+115,2%Profit
US$ 461,3M+132,0%Free cash flow
US$ 344,7M+50,2%Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
HPEHEWLETT PACKARD ENTERPRISE COMPANYCommunication equipmentMarket cap US$ 66,7BP/E 26,04
US$ 50,25+117,8%1YSince added -27,0%
A- Groei en kasstroom
- Groeit sterk
- Business trend
- Versnellend
- Business quality
- Gemengd
- Getting better
- Verbetert
Revenue
US$ 41,9B+26,6%Profit
US$ 2,8B+123,6%Free cash flow
US$ 4,2B+1.747,1%Why it is here: Sells switches and wireless networking equipment
AVGOBroadcom Inc.SemiconductorsMarket cap US$ 1,65TP/E 44,07
US$ 345,52-2,0%1YSince added -3,3%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Versnellend
- Business quality
- Sterk
- Getting better
- Verbetert sterk
Revenue
US$ 89,1B+48,7%Profit
US$ 38,3B+102,1%Free cash flow
US$ 39,4B+58,1%Why it is here: Sells networking and custom AI chips for data centres
MRVLMARVELL TECHNOLOGY, INCSemiconductorsMarket cap US$ 148BP/E 55,72
US$ 168,82+89,3%1YSince added -37,2%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Stabiel
- Business quality
- Sterk
- Getting better
- Verbetert
Revenue
US$ 9,5B+30,6%Profit
US$ 2,6B+2.653,1%Free cash flow
US$ 1,7B+12,8%Why it is here: Designs data-centre interconnect and custom silicon chips
NVDANVIDIA CORPSemiconductorsMarket cap US$ 4,19TP/E 21,98
US$ 173,85-10,1%1YSince added -23,9%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Versnellend
- Business quality
- Sterk
- Getting better
- Gemengd
Revenue
US$ 303B+83,4%Profit
US$ 192,9B+122,7%Free cash flow
US$ 127B+76,3%Why it is here: Sells networking and interconnect products for AI data centres
TELTE CONNECTIVITY PLCElectronic componentsMarket cap US$ 62,9BP/E 19,84
US$ 219,42-10,0%1YSince added +1,6%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Stabiel
- Business quality
- Sterk
- Getting better
- Verbetert sterk
Revenue
US$ 19,9B+15,2%Profit
US$ 3,3B+76,6%Free cash flow
US$ 3,4B+6,2%Why it is here: Makes connectors, sensors and interconnect components for industrial, auto and electronics customers
MTSIMACOM Technology Solutions Holdings, Inc.SemiconductorsMarket cap US$ 19,1BP/E 79,55
US$ 249,79+46,2%1YSince added -19,0%
A+- Groei en kasstroom
- Groeit sterk
- Business trend
- Versnellend
- Business quality
- Sterk
- Getting better
- Verbetert
Revenue
US$ 1,3B+37,3%Profit
US$ 335,3M+718,4%Free cash flow
US$ 204,1M+1,8%Why it is here: Sells optical driver and photonic chips for data networks
SMTCSemtech CorporationSemiconductorsMarket cap US$ 11,7BNo P/E
US$ 125,22+74,6%1YSince added -27,5%
B- Groei en kasstroom
- Groeit sterk
- Business trend
- Vertragend
- Business quality
- Gemengd
- Getting better
- Verbetert
Revenue
US$ 1,1B+14,2%Profit
US$ -33,2M+72,2%Free cash flow
US$ 173,2M+122,9%Why it is here: Designs analog and optical-driver chips for data centres
VIAVViavi Solutions Inc.Communication equipmentMarket cap US$ 8,1BP/E 126,87
US$ 32,99+85,2%1YSince added -20,1%
A- Groei en kasstroom
- Groeit sterk
- Business trend
- Stabiel
- Business quality
- Gemengd
- Getting better
- Verbetert
Revenue
US$ 1,7B+47,4%Profit
US$ 67M+340,8%Free cash flow
US$ 153M+95,4%Why it is here: Makes optical filters and components
TTMITTM TECHNOLOGIES, INC.Electronic componentsMarket cap US$ 8,3BP/E 31,46
US$ 78,66+11,6%1YSince added -32,2%
B- Groei en kasstroom
- Groeit sterk
- Business trend
- Versnellend
- Business quality
- Gemengd
- Getting better
- Verbetert
Revenue
US$ 3,8B+37,6%Profit
US$ 268,5M+103,5%Free cash flow
US$ 14,8M-58,7%Why it is here: Makes printed circuit boards for aerospace, defence and data-centre customers
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